Shay and Daniel break down how the Federal Reserve is shaping market trends and why rate cuts may be on the horizon. They examine AI’s impact on jobs, drawing lessons from past tech disruptions, and highlight the challenges of enterprise AI. The episode also covers Oracle’s earnings, OpenAI’s financial strain, and IonQ’s stock surge. With AI and quantum tech on the rise, the focus turns to defensive investment strategies in a volatile market.
Up Next in Futurum Equities 2025
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NVIDIA Earnings & the Future of AI | ...
In this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor put the spotlight on $NVDA earnings and what they reveal about the future of AI-driven growth. The discussion also looks ahead to upcoming reports from $CRWD and $SNOW, examining how AI continues to shape earning...
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Earnings Season: Palantir, Google & M...
In Episode 11 of the Futurum Equities Podcast, regular hosts Daniel Newman and Shay Boloor dive into earnings season, covering results from $PLTR, $GOOGL, $MSFT, $NVDA, $TSM, and $AMD. They unpack what these reports reveal about the momentum of the tech sector, the growing influence of AI, and th...
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Is the US Govt the Next Great Hedge F...
In Episode 10 of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman break down a historic meeting between Donald Trump and Vladimir Putin in Alaska and what it means for global markets.
The discussion dives into Palantir’s stock performance, market volatility, and how advanced ana...
